Documents Regarding Diesel, Petrol And Aviation Fuel Supply.
DCCEEW
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This document is an energy security briefing rather than an environmental assessment or regulatory decision. It reports on liquid fuel supply status as of March 2026, confirming no major supply issues for petrol, diesel, and aviation fuel in Australia. Key data includes: 36 days of petrol stocks, 29 days of jet fuel, and 32 days of diesel under the Minimum Stockholding Obligation as of 3 March 2026. The briefing notes the International Energy Agency's coordinated release of 400 million barrels of oil over 90 days in response to Middle East conflict disruptions, and indicates Australia is considering its contribution through potential relaxation of mandatory stockholding obligations. This disclosure does not contain environmental impact assessments, EPBC Act decisions, species or ecosystem data, or scientific advice relevant to environmental regulation.
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LEX 82547 Document 1 Document 1 # S. 22(1)(a)(ii) Subject: Attachments: S. 22(1)(a)(ii) S. 22(1)(a)(ii) S. 22(1)(a)(ii) [SEC=OFFICIAL] pdf # OFFICIAL Good afternoon Please find below key points regarding the S. 22(1)(a)(ii) liquid fuel markets. Attached are further details and statistics. | Date | Thursday 12 March 2026 | | --- | --- | | Supply Status | • No major supply issues for S. 22(1)(a)(ii). liquid fuels. S. 22(1)(a)(ii) | LEX 82547 Document 1 # s. 22(1)(a)(ii) | Liquid Fuels • Australia has a robust framework to respond to pressures on global oil 22(1)(a)(ii) supply related to conflict in the Middle East. • Fuel continues to arrive in Australia in the quantities and frequency we need and expect, with ship tracking showing sufficient fuel on its way to arrive within the next week. • As of 3 March 2026 (latest available), stocks held under the Minimum Stockholding Obligation (MSO) were equivalent to 36 days of petrol, 29 days of jet fuel and 32 days of diesel supply. DCCEEW will commence publishing weekly fuel stocks on its website from 11 March 2026. ○ As of 12 March 2026, DCCEEW has met with all 12 MSO entities to discuss short-term MSO compliance. Entities expect adequate supply to remain compliant throughout March. • On 11 March 2026, the IEA announced its 32 member countries have agreed to a voluntary collective action to make available an additional 400 million barrels (mb) of oil to the market over the next 90 days, by means and in a timeframe appropriate to their national circumstances. This is the largest collective action in IEA history. Further details are available from: https://www.iea.org/news/iea-member-countries-to-carry-out-largest-ever-oil-stock-release-amid-market-disruptions-from-middle-east-conflict ○ The Australian government has welcomed the collective action and is currently considering its commitment. ○ Australia's contribution could be met by relaxing the obligations of the Mandatory Stockholding Obligation. | | --- | # s. 22(1)(a)(ii) Next update Friday 13 March 2026 LEX 82547 Document 1 This report is compiled by the Energy Security, Resilience and Emergency Response Branch in the Department of Climate Change, Energy, the Environment and Water. Refer to Minister's Weekly Data update for additional information on NEM electricity and gas. For more information on the content of this report, contact the team. National Energy Transformation Division | Energy Security, Resilience and Emergency Response Branch | Energy Emergency Preparedness and Response Ngunnawal Country, 51 Allara St, Canberra ACT 2601 Australia Department of Climate Change, Energy, the Environment and Water E | EnergyEssentials@dcceew.gov.au and Energy.Emergency.Management@dcceew.gov.au DCCEEW.gov.au ABN 63 573 932 849  ## Acknowledgement of Country Our department recognises the First Peoples of this nation and their ongoing connection to culture and country. We acknowledge Aboriginal and Torres Strait Islander Peoples as the Traditional Owners, Custodians and Lore Keepers of the world's oldest living culture and pay respects to their Elders past, present and emerging. OFFICIAL LEX 82547 Document 2 OFFICIAL Australian Government Department of Climate Change, Energy, the Environment and Water s. 22(1)(a)(ii) 12 March 2026 Please note, all updates since last version are in *italics*. This document is not for public or further distribution. ## SUPPLY STATUS - No major supply issues for s. 22(1)(a)(ii) liquid fuels. s. 22(1)(a)(ii) OFFICIAL LEX 82547 Document 2 OFFICIAL # s. 22(1)(a)(ii) ## Liquid fuel updates - Australia has a robust framework to respond to pressures on global oil supply related to conflict in the Middle East. - Fuel continues to arrive in Australia in the quantities and frequency we need and expect, with ship tracking showing sufficient fuel on its way to arrive within the next week. - As of 3 March 2026 (latest available), stocks held under the Minimum Stockholding Obligation (MSO) were equivalent to 36 days of petrol, 29 days of jet fuel and 32 days of diesel supply. DCCEEW will commence publishing weekly fuel stocks on its website from 11 March 2026. - As of 12 March 2026, DCCEEW has met with all 12 MSO entities to discuss short-term MSO compliance. Entities expect adequate supply to remain compliant throughout March. - On 11 March 2026, the IEA announced its 32 member countries have agreed to a voluntary collective action to make available an additional 400 million barrels (mb) of oil to the market over the next 90 days, by means and in a timeframe appropriate to their national circumstances. This is the largest collective action in IEA history. Further details are available from: https://www.iea.org/news/iea-member-countries-to-carry-out-largest-ever-oil-stock-release-amid-market-disruptions-from-middle-east-conflict Department of Climate Change, Energy, the Environment and Water p8 OFFICIAL LEX 82547 Document 2 OFFICIAL - The Australian government has welcomed the collective action and is currently considering its commitment. - Australia's contribution could be met by relaxing the obligations of the Mandatory Stockholding Obligation. - The fuel industry continues to meet local demand through measures such as reducing spot sales, diverting supplies and fuel swap/purchase arrangements between companies. - Media has reported localised 'stockouts' (fuel being unavailable for sale) at independent retail and wholesale points in regional New South Wales, Queensland, South Australia and Western Australia. Not all reports are accurate and in most cases there are alternative retail sites with stock available. - Domestic users have been purchasing more diesel and petrol than usual, creating some localised shortages. Most suppliers have limited sales to contracted volumes (known as “100% bulk allocation”). This means spot buyers without contracts are being turned away, including some independent fuel distributors. # s. 22(1)(a)(ii) - On 13 February 2026, the December 2025 Australian Petroleum Statistics publication were released on energy.gov.au. The Australian Petroleum Statistics is the monthly publication of national and state statistical information on sales of petroleum products, exports and imports of petroleum products and crude oil, production of crude oil and condensate, refinery input and output, and stocks of petroleum products. For more information, visit https://www.energy.gov.au/publications/australian-petroleum-statistics-2025. # s. 22(1)(a)(ii) ## Liquid fuel background - Following the 28 February US and Israeli airstrikes on Iran the Strait of Hormuz has effectively closed. This could indirectly affect Australia through s. 22(1)(a)(ii) tighter international supply conditions. - Prior to 27 February, around a quarter (27% in 2025; approximately 20 million barrels per day) of global seaborne oil trade transited through the Strait of Hormuz. - Iran is a major producer of crude, condensate and natural gas liquids, representing just over 4% of global supply. Most of Iran's upstream oil exports are to China. Iran is also a significant refined product exporter (fuel oil, LPG, naphtha), mostly to China and United Arab Emirates. - Australia imports only small volumes of crude oil (~2% of total in 2024-25) and refined products (~2% of total in 2024-25) directly from countries in the Middle East, mostly from UAE and Oman. - However, Australia relies heavily on refined product suppliers (Korea, Singapore, Malaysia, Taiwan, China, Japan) that in turn depend significantly on Middle East crude, creating indirect exposure to regional disruptions. - Global observed oil inventories rose by 477 mb in 2025, reaching 8.2 billion barrels, the highest since 2021. This provides a buffer, although inventories in key trading hubs remain tight. Department of Climate Change, Energy, the Environment and Water s. 22(1)(a)(ii) OFFICIAL LEX 82547 Document 2 OFFICIAL - On 15 December 2025, the September quarter Minimum Stockholding Obligation (MSO) Statistics publication was released on dcceew.gov.au. This is a quarterly publication of stocks held under the MSO in volume and days and number of reports by entities of stocks below their obligation. For more information, visit https://www.dcceew.gov.au/energy/security/australias-fuel-security/minimum-stockholding-obligation/statistics or data can be found at https://www.dcceew.gov.au/sites/default/files/documents/mso-statistics-sept-qtr-2025.xlsx. - s. 22(1)(a)(ii) - s. 22(1)(a)(ii) - On 8 November 2022, the Fuel Security (Minimum Stockholding Obligation) Rules 2022 were signed by the Minister for Climate Change and Energy, Chris Bowen. Commencing 1 July 2023, the Minimum Stockholding Obligation has required Australia's two refineries, and our major importers of refined fuels, to hold baseline stocks of: - petrol; 24 days, increased to 27 days in 2024 for importers. - diesel fuel; 20 days, increased to 32 days in 2024 for importers. - jet fuel; 24 days, increased to 27 days in 2024 for importers. - For more information, visit, https://www.energy.gov.au/news/australias-fuel-reserves-boosted-strengthen-resilience-and-supply. # s. 22(1)(a)(ii) Department of Climate Change, Energy, the Environment and Water 22(1)(a)(ii) OFFICIAL LEX 82547 Document 2 OFFICIAL | Fuel stocks Consumption days | | END JUNE 2025 | END JULY 2025 | END AUG 2025 | END SEP 2025 | END OCT 2025 | END NOV 2025 | END DEC 2025 | 2025 AVG | 5 YEAR AVG | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Petrol | 27 days | 28 days | 32 days | 33 days | 30 days | 28 days | 26 days | 29 days | 29 days | | | Diesel | 23 days | 24 days | 24 days | 29 days | 24 days | 22 days | 25 days | 25 days | 22 days | | | Jet Fuel | 18 days | 20 days | 20 days | 25 days | 21 days | 19 days | 20 days | 21 days | 31 days | | | Crude Oil | 38 days | 38 days | 35 days | 31 days | 33 days | 38 days | 41 days | 38 days | 37 days | | Fuel stocks held under the Minimum Stockholding Obligation (MSO) Consumption days | | 10/02/2026 | 17/02/2026 | 24/02/2026 | 3/03/2026 | MSO Target | | --- | --- | --- | --- | --- | --- | --- | | | Petrol | 36 days | 37 days | 36 days | 36 days | Importers 27 days; Refiners 24 days | | | Diesel | 31 days | 35 days | 34 days | 32 days | Importers 32 days; Refiners 20 days | | | Jet Fuel | 28 days | 32 days | 32 days | 29 days | Importers 27 days; Refiners 24 days | Note: Weekly data is not published, quarterly data are published on DCCEEW website. Not comparable to end of month consumption days, as the MSO allows entities to include additional stocks such as in the EEZ and crude/unfinished at refineries. # s. 22(1)(a)(ii) This report is compiled by the Energy Security, Resilience and Emergency Response Branch in the Department of Climate Change, Energy, the Environment and Water. Refer to Minister's Weekly Data update for additional information on NEM electricity and gas. For more information on the content of this report, contact the team at energy.emergency.management@dcceew.gov.au. Department of Climate Change, Energy, the Environment and Water 22(1)(a)(i) OFFICIAL LEX 82547 Document 3 s. 22(1)(a)(ii) From: Jennifer ANNE Sent: Thursday, 12 March 2026 7:58 AM To: Andrew GARRETT; s. 22(1)(a)(ii) ; DLOBowen; s. 22(1)(a)(ii) s. 22(1)(a)(ii) s. 22(1)(a)(ii) Cc: Mike KAISER; s. 22(1)(a)(ii); DLOBowen; Matthew BRINE; OSEC; Brad ARCHER; Linda MCGRATH; Cris CANO; s. 22(1)(a)(ii) ; s. 22(1)(a)(ii); Lachlan BICKLEY; David HIGGINS; s. 22(1)(a)(ii) ; s. 22(1)(a)(ii) ; Hew ATKIN; Andrew PANKOWSKI; Luise MCCULLOCH; Kate LALOR; Tim HOLDEN; Kushla MUNRO Subject: Update on Middle East conflict - oil and gas market impacts 12 March 2026 Attachments: 20260312 - Middle East Monitoring Report.docx; RE: IEA Executive Director Message: Activation of IEA Collective Action - Under embargo until 15:00 CET [SEC=PROTECTED]; IEA Press Statement - IEA Stock Release 11 March 2026.pdf Hi all Please find attached today's update, along with Linda's update on the IEA collective action, and the IEA press statement in relation to same Kind regards Jen Jennifer Anne (she/her) Branch Head Liquid Fuels Security and Strategy Gas and Liquid Fuels | Liquid Fuels Security and Strategy Branch Wurundjeri Country, 500 Bourke Street Melbourne Department of Climate Change, Energy, the Environment and Water Ms. 22(1)(a)(ii) | E jennifer.anne@dcceew.gov.au DCCEEW.gov.au ABN 63 573 932 849  We acknowledge the Traditional Owners of Country throughout Australia and recognise their continuing connection to land, waters and culture. We pay our respects to their Elders past and present. LEX 82547 OFFICIAL Sensitive Document 4 # Liquid Fuels 22(1)(a)(i) Monitoring Report – Middle East Thursday 12 March 2026 New information is **bold** and *italics*. # s. 22(1)(a)(ii) - As of 3 March 2026 (latest available), stocks held under the Minimum Stockholding Obligation (MSO) were equivalent to 36 days of petrol, 29 days of jet fuel and 32 days of diesel supply. DCCEEW will commence publishing weekly fuel stocks on its website from today. # s. 22(1)(a)(ii) LEX 82547 OFFICIAL Sensitive Document 4 # s. 22(1)(a)(ii) ## National fuel stockholdings - As of 3 March 2026 (latest available), stocks held under the Minimum Stockholding Obligation (MSO) were equivalent to 36 days of petrol, 29 days of jet fuel and 32 days of diesel supply (Table 4). - All entities continue to meet their stockholding obligation. Stocks held exceeded the obligated level at the national level for all fuel types. - Of the total stock levels on 3 March, reported stocks on water in Australia’s EEZ are equivalent to 6 days of petrol, 3 days of jet fuel and 2 days of diesel. S. 22(1)(a)(ii) The data underestimates the actual volume on water because it does not include stocks in the EEZ held in the intermediary market. LEX 82547 OFFICIAL Sensitive Document 4 Domestic reserves held by MSO entities are located in terminals and tanks all around the country, including at our refineries in Lytton and Geelong. Some stocks are also on vessels within our waters (Exclusive Economic Zone). DCCEEW has started publishing the latest national fuel stocks data on its website every week. Next update will be available Saturday 14 March for obligation day 10 March. Table 4: Stocks held under the Minimum Stockholding Obligation, as at 3 March 2026 (next update by 8am 14 March for obligation day 10 March 2026) | | MSO day requirement | Requirement for 2025–26 (importers + refiners) | Actual ML at 3/03/2026 (% of holdings v MSO) | Latest Days equivalent 3/03/2026 | Last week Days equivalent 24/02/2026 | | --- | --- | --- | --- | --- | --- | | Petrol | 27 days – importers 24 days – refiners | 1,067 ML | 1,563 ML (146% of MSO) | 36 | 36 | | Jet fuel | 27 days – importers 24 days – refiners | 663 ML | 802 ML (121% of MSO) | 29 | 32 | | Diesel | 32 days – importers 20 days – refiners | 2,742 ML | 2,972 ML (108% of MSO) | 32 | 34 | Source: DCCEEW - Ship tracking showing sufficient fuel on its way to arrive within the next week. The map below shows real time status of crude oil and refined product tankers destined for Australia. s. 47(1)(b) LEX 82547 OFFICIAL Document  Released by DCCEEW under the FOI Act 1982 5 LEX 82547 Document 5 s. 22(1)(a)(ii) From: FuelSecurity Sent: Thursday, 12 March 2026 8:56 AM To: s. 22(1)(a)(ii) Cc: FuelSecurity; Jennifer ANNE; s. 22(1)(a)(ii); s. 22(1)(a)(ii) Subject: Appendices – Middle East Liquid Fuels and Gas Monitoring Report [SEC=OFFICIAL:Sensitive] Attachments: Middle East Monitoring Report - Appendix 1 - Liquid fuel shortage legislative and governance arrangements.docx; Middle East Monitoring Report - s. 22(1)(a)(ii) Middle East Monitoring Report - Appendix 3 - Oil market in the current environment.docx; Middle East Monitoring Report - s. 22(1)(a)(ii) OFFICIAL Sensitive Good morning ☐, Please find attached the appendices that accompany the Middle East Liquid Fuels s. 22(1)(a)(ii) Monitoring Report circulated earlier. Appendices: Appendix 1 - Liquid fuel shortage legislative and governance arrangements s. 22(1)(a)(ii) Appendix 3 - Oil market in the current environment s. 22(1)(a)(ii) Kind regards, s. 22(1)(a)(ii) Gas and Liquid Fuels Division | Liquid Fuels Security and Strategy Branch | National Fuel Security Section Department of Climate Change, Energy, the Environment and Water s. 22(1)(a)(ii) @dcceew.gov.au | s. 22(1)(a)(ii) DCCEEW.gov.au ABN 63 573 932 849  We acknowledge the Traditional Owners of Country throughout Australia and recognise their continuing connection to land, waters and culture. We pay our respects to their Elders past and present. LEX 82547 Document 6 # Liquid Fuels 22(1)(a)(i) Monitoring Report – Middle East Appendix 1 - Liquid fuel shortage legislative and governance arrangements As of Thursday, 12 March 2026 ## National Oil Supplies Emergency Committee (NOSEC) - s. 22(1)(a)(ii) . NOSEC is the main executive channel through which the Commonwealth, state and territory governments and industry share information and formulate overall management responses in the event of a liquid fuel emergency (LFE). s. 22(1)(a)(ii) - The response to an LFE, and the timing of when a response is initiated, depends on the point at which the disruption occurs within the supply chain, the volume of oil or product removed from the supply chain, and how long it will take for the disruption to end. A LFE could be jurisdictional, national, or international. LEX 82547 OFFICIAL Sensitive Document 6 # Activation of the Liquid Fuel Emergency Act 1984 (LFE Act) - Under the Liquid Fuels Emergency Act, the Minister, after consulting with States and Territories, can declare a liquid fuel emergency if he is 'satisfied that it is necessary in the public interest to do so by reason that there is a shortage, or the likelihood of a shortage, of liquid fuel, being a shortage of such magnitude as to require the making of directions under [the Act]. - Potential evidence supporting a declaration of a national liquid fuel emergency: - advice from industry that supply issues are beyond their capacity to address through usual market mechanisms - advice from jurisdictions that a localised issue is likely to spread and become multijurisdictional, and/or - international factors likely to severely impact domestic supplies. - Prior to a national LFE being declared and the LFE Act being activated, the Commonwealth Minister for energy must: - be satisfied that it is in the public interest to do so - be satisfied that voluntary augmenting of supplies by relevant fuel companies has not addressed the issue - have provided reasonable opportunity to consult with the jurisdictional Energy Ministers concerning the shortage or likelihood of a shortage, and - make a recommendation to the Governor-General, based on all available information, that a national LFE be declared and the nature and scope of powers to be invoked. # B. 22(1)(a)(iii) LEX 82547 OFFICIAL Sensitive Document 7 # Liquid Fuels 22(1)(a)(i) Monitoring Report – Middle East Appendix 3 – Oil market in the current environment As of Thursday, 12 March 2026 # s. 22(1)(a)(ii) - Around a quarter (27% in 2025; approximately 20 million barrels per day) of global seaborne oil trade transits through the Strait of Hormuz. Bypass capacity in Saudi Arabia and UAE is limited to ~15-20% of Strait Capacity (~5 mb/d vs ~21 mb/d). # s. 22(1)(a)(ii) LEX 82547 OFFICIAL SERVICE Document 7 # s. 22(1)(a)(ii) Table A1: Major suppliers of crude oil and refined products to Australia, 2025 | Refined products | % | Crude & other refinery feedstock | % | | --- | --- | --- | --- | | Singapore | 26.0 | Malaysia | 38.5 | | Korea, Republic of | 24.6 | United States | 20.9 | | Malaysia | 12.7 | Vietnam | 13.1 | | Taiwan | 8.1 | Brunei Darussalam | 11.4 | | India | 8.0 | Nigeria | 5.7 | | China | 6.9 | New Zealand | 3.6 | | Brunei Darussalam | 5.2 | Argentina | 2.7 | | Japan | 4.1 | Algeria | 1.4 | | United States | 1.7 | Papua New Guinea | 1.0 | | United Arab Emirates | 1.6 | Oman | 0.9 | | Other | 1.1 | Other | 0.7 | Source: Australian Petroleum Statistics December 2025 # s. 22(1)(a)(ii) LEX 82547 OFFICIAL Document 7 # 3. 47(1)(b) Released by DCEEW under the FOI Act 1982 LEX 82547 OFFICIAL Sensitive Document 8 # IEA days have decreased by one day Table: Breakdown of the calculation of Australia's days of net import coverage (IEA Days) based off fuel stocks, with the month-on-month change listed at the bottom. All units are in kilotonnes unless stated otherwise. | Year | Month | B: A * 0.96 (Crude stocks less 4% for naphtha yield) | | C: Total refined product stocks (exc. Naphtha) | | D: C converted to COE (*1.065) | | E: Total stocks COE (B + D) | | F: E * 0.9 (total stock COE less 10% for tank bottoms) | | H: Daily Net Imports (kT/day) | | I: Days of Net Import Coverage | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | | | | | | | | | 2025 | January | 1225 | 1176 | 4494 | 4786 | 5962 | 5366 | 100 | 54 | | | | | | | | 2025 | October | 1071 | 1028 | 4156 | 4426 | 5454 | 4909 | 103 | 48 | | | | | | | | 2025 | November | 1224 | 1175 | 3877 | 4129 | 5304 | 4774 | 103 | 46 | | | | | | | | 2025 | December | 1320 | 1267 | 4133 | 4402 | 5669 | 5102 | 103 | 50 | | | | | | | | 2026 | January | 1126 | 1081 | 4258 | 4534 | 5616 | 5054 | 103 | 49 | | | | | | | | | Change | -193.37 ML | | +124.49 ML | | | | | | | | | | | -0.94% | January's days of Net Import Coverage has dropped by 1 to 49 days – gains in refinery feedstocks were outpaced by declines in refined product stocks; crude stock drops are fairly large this month (-15% MoM). Total COE stocks were 6% lower and DNI was 3% higher than the same time last year. Relative to the past 4 years, Jan 2025 total COE stocks were above average. OFFICIAL Sensitive OFFICIAL Sensitive LEX 82547 Document 8 # Higher stocks this month, but lower than Jan 2025 Figure: Stocks of gasoline, diesel and jet fuel for the past three months, comparing stocks on land to all stocks (land, water and overseas).  Table: Tabulated fuel stocks (ML) in and out of Australian territory. | Fuel Type | Stock on: | Nov-25 | Dec-25 | Jan-26 | % Diff Dec 25 | % Diff Nov 25 | % Diff Jan 25 | | --- | --- | --- | --- | --- | --- | --- | --- | | Gasoline | Land | 1,176 | 1,129 | 1,218 | 8% | 4% | -8% | | | Not in Aus | 267 | 216 | 332 | 54% | 24% | 6% | | | All | 1,443 | 1,345 | 1,550 | 15% | 7% | -5% | | Diesel | Land | 2,030 | 2,281 | 2,422 | 6% | 19% | -3% | | | Not in Aus | 1,090 | 613 | 1,018 | 66% | -7% | -32% | | | All | 3,119 | 2,894 | 3,440 | 19% | 10% | -14% | | Jet Fuel | Land | 512 | 538 | 531 | -1% | 4% | -9% | | | Not in Aus | 257 | 225 | 255 | 13% | -1% | -46% | | | All | 769 | 763 | 786 | 3% | 2% | -26% | Total stock we hold this month is average – out of the 48 recent months, we have held more COE stock in 36 of them. OFFICIAL Sensitive LEX 82547 Document 8 # Higher stocks this month, but lower than Jan 2025  Total stock we hold this month is average – out of the 48 recent months, we have held more COE stock in 36 of them. OFFICIAL Sensitive LEX 82547 OFFICIAL Sensitive Document 8 # Jet fuel sales hit a record high this month In December 2025, jet fuel sales also hit a record at that time, but the sales figure was pushed up further by an increase in domestic fuel sales. The increasing trend is predominantly influenced by the increases in international sales.  OFFICIAL Sensitive LEX 82547 OFFICIAL Sensitive Document 8 # While diesel and gasoline sales decreased So, for gasoline and diesel, stocks increased while sales decreased, increasing consumption cover days. | Date | Automotive gasoline (days) | Aviation turbine fuel (days) | Diesel oil (days) | | --- | --- | --- | --- | | Jan 2026 | 29 | 19 | 26 | | Dec 2025 | 26 | 20 | 25 | | Nov 2025 | 28 | 19 | 22 | | Oct 2025 | 30 | 21 | 24 |  OFFICIAL Sensitive LEX 82547 OFFICIAL Sensitive Document 8 # Jet fuel historical trends from 2021 Jet fuel sales typically surge in December and January. The rate of which jet fuel sales are increasing each year appears to be slowing down (likely recovering from COVID lockdowns) but still increasing for now.  OFFICIAL Sensitive LEX 82547 Document 9 s. 22(1)(a)(ii) From: NOSEC Sent: Thursday, 12 March 2026 2:52 PM To: s. 22(1)(a)(ii) Cc: s. 22(1)(a)(ii); Jennifer ANNE; Lachlan BICKLEY; Linda MCGRATH; s. 22(1)(a)(ii) s. 22(1)(a)(ii) s. 22(1)(a)(ii) s. 22(1)(a)(ii) s. 22(1)(a)(ii) Subject: NOSEC: Summary from NCM - National Fuel Supply - Meeting 1 - 12 March 2026 [SEC=OFFICIAL] OFFICIAL Good afternoon all Please see below a summary of today's NCM meeting on National Fuel Supply. Please reach out if you have questions. Many thanks 22(1)(a)(ii) Assistant Director National Energy Transformation Division| Energy Security, Resilience and Emergency Response Branch| Energy Emergency Preparedness and Response Ngunnawal Country, 51 Allara St, Canberra ACT 2601 Australia GPO Box 3090 ACT 2601 LEX 82547 Document 9 Department of Climate Change, Energy, the Environment and Water M 22(1)(a)(ii) E 22(1)(a)(ii) @dcceew.gov.au DCCEEW.gov.au ABN 63 573 932 849  ## Acknowledgement of Country Our department recognises the First Peoples of this nation and their ongoing connection to culture and country. We acknowledge Aboriginal and Torres Strait Islander Peoples as the Traditional Owners, Custodians and Lore Keepers of the world's oldest living culture and pay respects to their Elders past, present and emerging. National Coordination Mechanism meeting 12 March 2026 – Meeting 1 # 6. 22(1)(a)(ii) LEX 82547 Document 9 # s. 22(1)(a)(ii) - A number of questions about the Australian Government response, including: # s. 22(1)(a)(ii) - Questions regarding an LFE declaration and priority users/ classification of essential users. # s. 22(1)(a)(ii) - These questions were addressed by co-chair Matthew Brine, confirming: - We are not yet at the point to consider an LFE which would give the Minister powers. The Minister would have discretion to make decisions post an LFE activation on priority users, depending on circumstances. # s. 22(1)(a)(ii) # s. 22(1)(a)(ii) LEX 82547 Document 9 # s. 22(1)(a)(ii) - Other questions included: - In the event of escalation and a triggering of the LFE Act, Do you have access to any analysis on the requirements of fuel for agricultural and food production, or will you be relying solely on industry to provide you with that data? - co-chair Matthew Brine confirmed data from industry would be useful to share. # s. 22(1)(a)(ii)  LEX 82547 Document 10 s. 22(1)(a)(ii) From: Petroleum.Statistics <petroleum.statistics@dcceew.gov.au> Sent: Thursday, 12 March 2026 4:25 PM To: s. 22(1)(a)(ii); Emissions.Projections; Energy Group - Ministerial Corro; Gas and Liquid Fuels Division; s. 22(1)(a)(ii); s. 22(1)(a)(ii); s. 22(1)(a)(ii); mediateam; NETD-EnergyStatisticsandAnalysis; s. 22(1)(a)(ii); Petroleum.Statistics; Sufyan Saleem (Industry) Cc: Petroleum.Statistics Subject: Australian Petroleum Statistics January 2026 [SEC=OFFICIAL] Attachments: s. 22(1)(a)(ii) OFFICIAL Colleagues, s. 22(1)(a)(ii) January 2026 Highlights - IEA days of net import cover fell from 50 days in December to 49 days in January 2026. - Petrol stocks rose 8% in January 2026 compared with the previous month and were 8% lower than the same time last year. - Diesel stocks rose 6% in January 2026 compared with the previous month and were 3% lower than the same time last year. - Jet fuel stocks fell 1% in January 2026 compared with the previous month and were 9% lower than the same time last year. - Crude oil and other refinery feedstock stocks fell 15% in January 2026 compared with the previous month and were 8% lower than the same time last year. - Australia had petrol stocks equivalent to 29 days of consumption as at end of January 2026. Diesel had 26 days of consumption cover, while jet fuel had 19 days. s. 22(1)(a)(ii)</petroleum.statistics@dcceew.gov.au> LEX 82547 Document 10 # s. 22(1)(a)(ii) Stocks of petroleum (ML)  Kind Regards, LEX 82547 Document 10 2010-01-24 Document 10 # Australian Petroleum Statistics Team Gas and Liquid Fuels Division | Liquid Fuels Operations and Analysis Branch | Petroleum Data and Analysis Section Ngunnawal Country, 51 Allara Street Canberra, GPO Box 3090 ACT 2601 Department of Climate Change, Energy, the Environment and Water P. 22(1)(a)(ii) E petroleum.statistics@dcceew.gov.au DCCEEW.gov.au ABN 63 573 932 849  We acknowledge the Traditional Owners of country throughout Australia and recognise their continuing connection to land, waters and culture. We pay our respects to their Elders past and present. OFFICIAL